Naples, FL Price Street Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 554 offices

Location

95 Price Street

Naples FL 34113

Advisors at this office

2

Advisors at this office

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Amber F

Series 65, Series 63

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Amber Fealy Lopez is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and three years of industry experience. She has been associated with Fifth Third Bank since 2019 and previously worked at the University of Florida from 2015 to 2019. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select investment strategies tailored to their risk profiles, with access to mutual funds, ETFs, separately managed accounts, tax overlays, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Clifford H

Series 63, Series 65

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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